Technology, or lack thereof, touches every aspect of your business including client acquisition, client experience, financial planning, investment management, tax planning, firm growth, and scalability. This session will help you ensure that your technology meets the needs of your clients, your employees, and your business now and in the future.
Joel Bruckenstein, CFP®
Bruckenstein has advised financial service firms of all sizes on improving their technologies, processes, and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.joelbruckenstein.com.